International Business Machines Corporation (IBM)

I was asked by another person here if I plan to buy Kyndryl when it becomes available.... My response was: probably not, the remaining part of IBM believes that the Kyndryl half is "cancerous" and therefore is cutting off an arm and a leg to get rid of it. (and they will try to make a go of it without those limbs - it may be hard to walk) I don't think that Kyndryl (GTS Division) is cancerous, but it remains to be seen if that half (or the other) can drive growth... People think that this is just a little division that IBM is divesting - it is not!! it truly is about half of the company. THIS IS MAJORLY DISRUPTING !! The remaining part (labeled IBM) is truly NOT IBM anymore, it is mostly Red Hat and software.. ( this may be good??) And, the part divesting (kyndryl), is more truly IBM. (this might be bad, as its the same old thing??) If your holding IBM you will magically get equal shares in Kyndryl - and the "sum" of both should "approximate" the current value of IBM..... But expect the share price(s) to immediatly do very dramatic things, and expect that there may be hours (or a day??) where your broker cannot execute your share orders for one or the other.... and, as I have posted before, I expect major dividend changes within 6 months of this divestment closing ( A dramatic decrease of the combined dividend value) this does not bode well for the segment of "income" investors and I believe that this (and the divestment turmoil) will put downward pressure on both of these companies for a period of time.... I also believe that remaining IBM is controlling the splits to the "bank accounts" (assets) and that Kyndryl is not getting its fair slice, this will put unique financial pressure on Kyndryl right from the starting gate.... Meanwhile IBM is on a "buying spree" blowing as much money as they can before the "divorce"

Posted earlier about the virtues of ibm and to my surprised people asked me to explain why ibm did
A game over to the chip industry with its 2nm chip design ?

So here is your answer then

To get to 2nm you need specific breakthroughs in material Engeneering
This breakthroughs are static and specific one patents what it has and that it is
Now smaller is not possible because of phisiscs
In the electronic world smaller becomes fuzzy meaning erratic and thus useless computationally to creat latches
What is a latch a latch is a I/o switch a collection. Of this make bits and bits and and the logic needed for computation. Mesmore aggressions and hexadecimal all in all the array of single all to compute

See the 2nm chips is the last station on the electronic race till. Is it with neat is available quantum is not here yet
It is stil too fuzzy to be useful soo what we have is now ibm

The second part of the question was
Usefulness

Well if you know microcomputer architecture which I may be one of the few who does
Aside from ibm ers

2nm chips need les power to open and close circuits and they also dissipate heat faster

And because they are tiny they are much faster at computing
Sooo what can come out of it

Easy super fast computing
Like super super fast
If you care to know exactly there is a formula arrive. That will calculate the number of computations per second
But it will be in the millions
That is enough to give the advantage to all users of ibm chips
That means
Absolutely necessary appreciations such as defense
It will improve research of all kinds including bio technologies
Farming
Agriculture
Financial markets will be unable to operate well with anything slower

Generally a fast chip fuels massive technological break through that depend on computational speed

This is how important is this advancement

Clear now

IBM will start running now as we NPV future revenue
And future revenue in this instance is not derive from elective consumption
IBM tech consumption is a must in the competitive landscape of any army weapons manufacture business
And research institution
A must
A new tool that
Is pure advantage on implementation

IBM quarterly earnings have established a pattern. Revenue consistently down or flat. EPS up by a penny, significant charges for resource action, heavy on rhetorics: IBM positioned well to capture hybrid cloud worth 100 trillion dollars. making progress on strategic imperatives. It clearly shows company in crisis. CEO can not deliver results so resorts to slogans. When IBM was experiencing poor leadership under Akers board stepped in and made the naccassary leadership changes so IBM not only survive but also thrive. Current board feels no responsibility and actively managing demise of IBM. It is puzzling why IBM board is doing this. IBM company with its great employees, relationship with major companies, technology and a proud past has to come to this state. Look no further than IBM board to find the cause.